RM
Rebecca M. Martin
CETERA INVESTMENT ADVISERS LLC
HURST, TX 76054
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CRD#: 7070514
RM
Professional summary
Rebecca Margaret Martin, who also goes by Rebecca Margaret Dutch, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Hurst, Texas and CETERA WEALTH SERVICES, LLC located in Benbrook, Texas.
Rebecca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Rebecca has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Margaret Dutch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REBECCA M. MARTIN, LLC POSITION: Manager NATURE: Accounting services, Bookkeeping services, Tax services, Entity Formation services using a third-party legal document filing service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 911 Keller Ave, Benbrook TX 76126, I will be handling all activities related to the business. 2) REBECCA M. MARTIN, LLC ASSUMED NAMES: 1. WINDHAM ROAD FINANCIAL 2. WINDHAM ROAD POSITION: Manager NATURE: Accounting services, Bookkeeping services, Tax services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2020 ADDRESS: 1845 Precinct Line Rd, Ste 104, Hurst TX 76054, United States DESCRIPTION: I will be handling all activities related to the business. 3) TEXAS SOCIETY OF ENROLLED AGENTS - DFW CHAPTER POSITION: 2nd Vice President NATURE: The purpose of the DFW Chapter of the Texas Society of Enrolled Agents is the same as the purpose for the Texas Society of Enrolled Agents - to foster advocacy and government relation activities on Capital Hill, educate its membership and promote the EA designation as a profession. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/07/2023 ADDRESS: 610 S Industrial Blvd, Ste 140, Euless TX 76040, United States DESCRIPTION: As 2nd Vice President, I coordinate a location for our meetings and the meal to be served if any. We mostly meet at the Texas Star Golf Course in Euless, Texas. I previously was Treasurer. I will remain on the chapter's bank account to pay any bills of the chapter in place of the new Treasurer if needed. I will assume the role of 1st Vice President or President if they should no longer be able to serve in their role. DESCRIPTION: sell insurance through Avantax 4) TEXAS SOCIETY OF ENROLLED AGENTS - DFW CHAPTER POSITION: President NATURE: The purpose of the DFW Chapter of the Texas Society of Enrolled Agents is the same as the purpose for the Texas Society of Enrolled Agents - to foster advocacy and government relation activities on Capital Hill, educate its membership and promote the EA designation as a profession. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/27/2025 ADDRESS: 1845 Precinct Line Rd Ste 104, Hurst TX 76054, United States DESCRIPTION: As President, I am the Chief Executive Officer of the Chapter and preside at all meetings of the membership and the board. I determine if any special committees need to be formed and assist in the appointment of such committee personnel. I am not currently on the chapter's bank accounts. I am the chief spokesperson for the chapter of official statements of policy.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Margaret Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1845 Precinct Line Rd Ste 104, Hurst, TX 76054Office #2: 911 Keller Avenue, Benbrook, TX 76126RIA
CRD#: 105644
HURST, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 1845 Precinct Line Rd Ste 104, Hurst, TX 76054BD
CRD#: 13572
Benbrook, TX
Past
March 10, 2020 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Benbrook, TX
Past
July 19, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Benbrook, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
